Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for moderate- and high-net-worth households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Wealth Advisor, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

Guide clients through portfolio strategy conversations and financial planning decisions that align with their long-term goals. By building trust and delivering a consistently exceptional experience, you'll deepen relationships, increase engagement, and strengthen net asset retention and growth.

• →Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients enrolled in our Premier and Brokerage services
• →Deliver a first-class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education
• →Engage clients through a combination of video conference, email, phone, and meetings in person—balancing proactive outreach with responsive service to meet evolving needs
• →Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow-through
• →Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan
• →Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax-efficient savings, and education planning—partnering with Planning Specialists on more complex planning scenarios
• →Coordinate with your advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs
• →Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience
• →Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.

• →Bachelor Degree in Business or related discipline or equivalent experience
• →4+ years related work experience in financial services and client experience
• →Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
• →FINRA Series 7, 63, and 65 registrations required
• →FINRA fingerprinting required
• →Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• →Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
• →Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• →Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients

• CFP preferred

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT***